美国储能市场的争夺战

储能江湖ESS
Dec 16, 2025

美国储能市场正处爆发增长与政策驱动的供应链重构并行的阶段,数据中心需求成核心引擎,同时受政策影响呈现短期抢装、长期格局调整的特征。一、市场规模与增长引擎美国储能市场正迎来爆发式增长,2025年Q2单季新增装机达5.6GW,创历史新高,同比增长显著。主要市场分布:加州:占全国44.9%的装机量,电网支撑需求强劲。德州(ERCOT):占22.4%市场份额,极端天气后电网韧性投资激增。亚利桑那、佛罗里达...

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